Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$546K Buy
2025
Q1
$207K Sell
2024
Q4
$250K Sell
2024
Q3
$375K Buy
2024
Q2
$302K Buy
2022
Q2
Sell
2022
Q1
$274K Sell
2021
Q4
$408K Sell
2021
Q3
$501K Buy
2021
Q2
$521K Buy
2021
Q1
$467K Buy
2020
Q4
$371K Buy
2020
Q3
$246K Buy